RIA Intel›Advisers›Massachusetts›SILVER BRIDGE CAPITAL MANAGEMENT LLC

SILVER BRIDGE CAPITAL MANAGEMENT LLC

Advisory

N·BOSTON, MA

Data as of May 22, 2013 · Source: SEC Form ADV

Total AUM

$2.2B

1-Year AUM Growth

-7.9%

3-Year CAGR

+9.0%

Employees

23

Assets Under Management

Total AUM$2.2B

Discretionary AUM$1.9B

Non-Discretionary AUM$265M

Discretionary %87.7%

Total Clients—

Team

Total Employees23

Investment Advisers45

Employee Growth (1Y)—

Filing History

Total Filings on Record40

First FilingJan 18, 2001

Latest FilingMay 22, 2013

🔒 Full AUM trend chart and 40 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SILVER BRIDGE CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.